Resources
Resources
Practical tools, client links, disclosures, and educational material that make it easier to move from a financial question to the right next step.
Framework
Use the right resource for the decision
Some questions call for education, some for a calculator or planning assessment, some for a regulatory document, and some for a secure client system. This page keeps those destinations separate so public information is not confused with personalized advice or secure account access.
Planning Tools
Use Global Advisers’ forms, assessments, and planning tools to organize information and identify issues for discussion.
Client Access
Go to the secure client access page for links to approved custodial and client systems.
Regulatory Information
Review disclosures, terms, privacy information, performance disclosures, and the firm’s regulatory resources.
Security
Review fraud-prevention guidance before acting on unusual requests involving credentials, personal information, or money movement.
Approach
Public tools are educational; client systems are secure and separate
Do not submit confidential account information through ordinary website pages or email. Use the secure systems and procedures provided for client information, document exchange, and account access.
- 01Choose the resource
- 02Keep sensitive data in secure systems
- 03Verify unusual requests
- 04Contact the firm when uncertain
Next step
Start with the decision you need to make.
Use the Global Advisers contact process to discuss fit, scope, and the appropriate next step.
